See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,155 | $57,828-21.9% | $117,039-61.4% | $70,131-35.6% |
| Participation rate | 63.4% | 67.1%-3.7pp | 77.2%-13.8pp | 69.5%-6.1pp |
| Annual return | 19.95% | 17.55%+2.4pp | 18.95%+1.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $641 | $1,816-64.7% | $3,785-83.1% | $2,342-72.6% |
| Participant deferral / active EE | $1,445 | $2,438-40.7% | $3,929-63.2% | $3,332-56.6% |
| Admin fee / account holder | $942 | $3,548-73.5% | $5,974-84.2% | $4,645-79.7% |